Editor’s pick
ACA Updates ESG Platform with Greater Private Market Capabilities
Governance, risk and compliance advisory firm ACA Group has updated its ESG data management platform to provide more flexibility to its private investment clients. The New York-based company has retooled the ACA Vantage for ESG platform it launched in 2022 after acquiring ESG data specialist Ethos. The new iteration enables greater configuration of data and...
Top Blogs
A-Team Group Announces Winners of its Data Management Insight Awards Europe 2024
The winners of A-Team Group’s Data Management Insight Awards Europe 2024 have been announced, with another crop of outstanding companies recognised for their innovation, expertise and performance. Established solution vendors and ground-breaking newcomers alike are acknowledged in the awards for providing leading data management solutions, services and consultancy to capital markets participants across Europe. Over...
WeeFin Wins Best Data Management Initiative for ESG in the DMI Euro Awards 2024
WeeFin has won the award for Best Data Management Initiative for ESG in the Data Management Insight Euro Awards 2024. The awards recognise established providers and innovative newcomers who offer solutions that are providing leading data management solutions, services and consultancy to capital markets participants across Europe. Winners are selected by A-Team Group’s independent, expert...
Broadridge Tradeverse – When a Data Lake is Not a Data Lake
Hugh Daly, Broadridge Financial Solutions’ head of capital markets data and artificial intelligence, is being mischievous when he describes the company’s latest innovation, its Tradeverse data platform. “It must sound very much like Tradeverse is a data lake – if it quacks like a data lake and walks like a data lake, fundamentally it must...
Latest briefs
Baader Bank Takes Bloomberg ESG Data Feed for SFDR Reporting
Germany’s Baader Bank has added Bloomberg’s ESG data to its feeds as it builds out its Sustainable Finance Disclosure Regulation (SFDR) reporting capabilities in Europe. The bank, which also provides outsourced management for many investment firms’ funds, adds the feed to its array of Bloomberg products, which include the Terminal and B-PIPE. Bloomberg’s SFDR data,…
Spanish Insurer MAPFRE Links into Aladdin for Asset Management
Insurer MAPFRE’s asset management business has become the first Spanish company of its kind to sign into BlackRock’s Alladin investment management platform. MAPFRE AM will oversee the management of its US$60 billion portfolio of public and private assets on the platform. “The adoption of Aladdin will help us unify all of our apps and to…
Temenos Harnesses NVIDIA Platform for New GenAI Product
Banking software developer Temenos has created a generative artificial intelligence (GenAI) product to help users of its technology to better manage and utilise unstructured data stored in their systems. The on-premises product has been built with the NVIDIA accelerated computing platform. Temenos’ proprietary model will sit on the NVIDIA platform, offering users “exceptional speed and…
Marshall Wace Gives Bloomberg a Private Market Boost
Alternatives asset manager Marshall Wace has integrated Bloomberg’s IBVAL Front Office as its default pricing engine, underlining the New York-based data behemoth’s eagerness to play a key role in private as well as public markets. Artificial intelligence-supported IBVAL Front Office updates prices on dollar, euro and sterling credit markets every 15 seconds. It is available…
BondWave Expands Functionality in its Effi Fixed-Income Platform
BondWave, a fixed income-focussed FinTech provider, has updated its Effi data insights platform to add new functionality for US Treasury data, trade analysis reports and other processes. The enhancements been made to Effi’s Portfolio Analytics and Transaction Analytics tools also enable users to more quickly access a larger pool of account statistics and analyses. “By…
Private Lending Tech and Data Firm Cardo AI Raises $15m
Private credit and asset-based financing (ABF) technology specialist Cardo AI has raised US$15 million in a Series A funding round led by Blackstone Innovations Investments, FINTOP Capital and JAM FINTOP. The investment will help Milan-based Cardo AI expand its artificial intelligence-supported data and technology offering to markets in the US. The company said it is…
BondWave Acquires Bitvore’s Fixed-Income Analytics Unit
Fixed income-focussed FinTech BondWave has completed its acquisition of Bitvore’s data analytics business, which uses artificial intelligence (AI) to scour unstructured data sources for bond market clients. The technology will be incorporated into BondWave’s Effi fixed income data and analytics platform to “provide users with enhanced transparency and further support our mission and vision as…
Arcesium Adds Regulatory Reporting Automation to Opterra Platform
Data management service provider Arcesium has launched a regulatory reporting extension to its Opterra data lifecycle management platform. The New York-based company said the new tooling enables clients to utilise data they already have to automate the collection and presentation of information required for compliance processes. The extension was created to meet growing demand for…
Seneca ESG Joins Private Equity Sustainability Reporting Initiative
Data management and software provider Seneca ESG has become the latest vendor to join the ESG Data Convergence Initiative (EDCI), which provides a common sustainability reporting framework for private equity. Seneca said that through its membership, the company will help clients feed data pertinent to EDCI’s core set of standardised metrics via a dedicated API….
BlueFlame AI Builds GenAI-Supported Workflow Automator
BlueFlame AI has built a generative artificial intelligence (GenAI)-supported workflow automation tools to streamline their private markets data processes. The New York-based startup’s Blueprints also uses large language models to query and process data from internal and external source, helping firms to boost productivity and make better informed decisions, BlueFlame AI said. “By eliminating the…
S&P Global Unveils Document Summary and Insights Tool
S&P Global clients now have access to a generative artificial intelligence (GenAI)-supported platform that can scan, extract and analyse critical data points from text and other content-based documents. Document Intelligence resides within S&P’s Capital IQ Pro product and works on company filings, earnings call transcripts, investor presentations, news and research. The company has also unveiled…
China’s BOCOM Fintech Named as a GLEIF Validation Agent
A Bank of Communications (BOCOM) subsidiary in Shanghai has been named a validation agent by the Global Legal Entity Identifier Foundation, a move that the organisation describes as a milestone in China’s adoption of LEIs. BOCOM Fintech will use the LEI to smooth cross-border identification, simplify Know Your Customer (KYC) processes and document requirements for…
Finbridge Collaborates with GLEIF on FinTech Identifiers
Finbridge Global, a platform that lets financial institutions assess FinTech companies at the product level, has adopted the The Global Legal Entity Identifier Foundation (GLEIF) framework. The collaboration is hoped to enable clients to reduce the due diligence process when engaging with FinTech providers, a statement said. Finbridge will also manage the LEIs of FinTechs….
GoldenSource Switches on Version 10 of its Data Management Platform
Clients of GoldenSource are now able to access the updated version of the company’s enterprise data management platform, which has been enhanced with deeper analytics and artificial intelligence (AI) capabilities. Version 10 (V10) of the cloud-based service will enable AI-supported documentation and search tools as well as automated pipelines that provide a single, centralised view…
SIX Incorporates Bridgewise AI Analytics into SIX iD
Swiss data and markets provider SIX has integrated Bridgewise’s artificial intelligence-supported analyses into its SIX iD data search and visualisation tool. Bridgewise will provide fundamental analysis, peer comparisons, target price forecasts and insights into events likely to have an impact on stocks. SIX clients will also gain access to Bridget, Bridgewise’s AI chatbot, which can…
Latest people
Finbourne Appoints New Sales Head to Lead Asia Expansion
Investment data and technology provider Finbourne Technology said it has bolstered its presence in Asia with the appointment of Peter Edwards as head of sales for the region. A former BNY Mellon Eagle sales specialist in Asia, Edwards has been tasked with leading the company’s expansion in the region from Singapore. He’ll be responsible for…
SIX Names Sibbern as New CEO
SIX’s head of exchanges Bjørn Sibbern has been named the successor to chief executive Jos Dijsselhof. Danish national Sibbern will take the reins of the Swiss data and trading venue operator on January 1. He joined the company a year ago and has more than two decades experience in capital markets, including roles at Nasdaq…
Rimes Hires Banking Data Expert Naidoo to Manage Matrix Platform
Rimes has appointed Neal Naidoo as head of investment platform solutions and will lead development of the data management and investment services firm’s Matrix Investment Management Platform. Naidoo, has more than two decades of experience in financial engineering, quantitative analytics and data science at banks including Barclays and Deutsche Bank. He said he aims to…
Broadridge Appoints New AI Leader for Internal Operations
Artificial intelligence (AI) specialist Alix Jules has been appointed to lead Broadridge Financial Solutions’ AI business transformation unit at its New York headquarters. Jules will be responsible for improving efficiency and productivity at the FinTech provider. With a track record in leading AI-linked initiatives at Google, IBM and Verizon Business, Jules’ experience makes him a…
Finbourne Appoints New Chief Operating Officer
Investment data management technology provider Finbourne Technology has appointed FinTech specialist Francesca Lubbock as its new chief operating officer, based in London. Formerly holder of the same role at ZoomInfo, Lubbock will focus on scaling Finbourne’s business processes and optimising performance, the company said. She also joins the company’s Senior Leadership Team, which oversees implementation…
Syniti Appoints New EMEA Vice President
Syniti has promoted Alyssa Sliney to senior vice president of the Europe, Middle East and Africa region at the enterprise data management company. Sliney joined the US-based company two decades ago and most recently held the position of senior delivery partner, where she oversaw the quality and governance of Syniti’s Knowledge Platform and its master…
ESG Book Names RegTech Veteran Fitzpatrick as New Chief Executive
ESG Book has named Justin Fitzpatrick, the founder and executive of several UK-based RegTech companies, as its new chief executive replacing global sustainability leader Daniel Klier. The Germany-based data and tech company, which made headlines in 2021 when it put a large part of its ESG database on a free-to-use platform, said Fitzpatrick has “deep expertise…
AccessFintech Appoints Ex-JPM Data Leader Naveen as Product Chief
Financial markets data company AccessFintech has appointed Naveen TV as head of product to lead development of the UK-based company’s services on its Synergy data infrastructure. Naveen joined the real-time data feed provider from JP Morgan, where he was global head of data strategy and AI. In a 12-year career at the global bank he…
Fenergo Strengthens EMEA Presence with Appointment of Ruth Ormsby as MD in the Region
Fenergo, a provider of know your customer (KYC), transaction monitoring and client lifecycle management (CLM) solutions, has bolstered its presence in EMEA with the appointment of Ruth Ormsby as managing director in the region. Based in London, Ormsby is tasked with strengthening Fenergo’s presence in the corporate and institutional banking sector as it seeks to…
Rimes Relocates Global Head of Data Management Office to Manila
Rimes, a provider of enterprise data management and investment management solutions, has announced the relocation of Mark Sedgwick, global head of the firm’s data management office, to Manila in the Philippines. In addition to his existing position, Sedgwick will head up the growing Manila office. Rimes employs about 150 people in Manila and is looking…
Xceptor Names Keith Man as General Manager of APAC Business
Xceptor, supplier of an intelligent automation platform for financial markets, has named Keith Man as general manager of its Asia-Pacific business based in Singapore. The appointment underscores Xceptor’s continued investment and growth in the APAC region. Man will play a role in driving client success, as well as strategic partnerships and alliances in the region….
NeoXam Appoints Lead for EMEA West with Aim to Build Presence in the Region
NeoXam has appointed Charles Sayac, former global head of sales at European asset manager Amundi Technology, as managing director of EMEA West in a bid to build the company’s presence in the region. Sayac will lead operations from NeoXam’s Paris headquarters and play a pivotal role in consolidating the company’s footprint in EMEA. He brings…
NeoXam Names Matthew Greninger as Managing Director of Americas Region
NeoXam, a provider of data management, reporting, portfolio management and valuation software, has named Matthew Greninger, former head of sales for the Americas at Duco, as managing director of its Americas region operating out of the company’s NeoXam’s New York City office. Under the global management of NeoXam CEO Florent Fabre, Greninger will join the…
Frank Slootman Steps Down as Snowflake CEO, AI Lead Sridhar Ramaswamy Steps Up
Snowflake CEO Frank Slootman has decided to retire and will be replaced by Sridhar Ramaswamy as CEO and member of the board of directors effective immediately. Ramaswamy previously held the position of senior vice president of AI at Snowflake. Slootman will continue to serve as chairman of the board. Since joining Snowflake in May 2023…
Tamr Promotes Anthony Deighton to CEO
Tamr, a provider of AI-powered data products, has promoted Anthony Deighton to the post of CEO, he will also join the board of directors. Deighton succeeds Andy Palmer, who has led the company’s growth as Tamr co-founder and CEO since its founding a decade ago. Palmer will remain on Tamr’s board as executive chairperson and…
Featured
FEATURED WEBINAR
Recorded Webinar: Best practices for buy-side data management across structured and unstructured data
Data management is central to asset management, but it can also be a challenge as firms face increased volumes of data, data complexity and the need to consolidate structured and unstructured data to gain valuable insights, improve decision-making, step up customer acquisition and compliance, and ultimately, gain competitive advantage in a market characterised by tight…
FEATURED EVENT
Data Management Summit New York City
Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.
FEATURED GUIDE
Regulatory Data Handbook 2024 – Twelfth Edition
Welcome to the twelfth edition of A-Team Group’s Regulatory Data Handbook, a unique and useful guide to capital markets regulation, regulatory change and the data and data management requirements of compliance. The handbook covers regulation in Europe, the UK, US and Asia-Pacific. This edition of the handbook includes a detailed review of acts, plans and…
Top White Papers
AI in Asset Management: Buy-Side Attitudes toward GenAI and LLMs
Since ChatGPT exploded onto the scene in late 2022, financial markets participants have been trying to understand the opportunities and risks posed by artificial intelligence and in particular generative AI (GenAI) and large language models (LLMs). While the full value of the technology continues to become apparent, it’s already clear that AI has enormous potential...
The Evolution of Outsourcing Data Operations for ESG and Private Assets
Financial institutions are grappling with a substantially changed operating environment that’s placing novel pressures on their data management processes. As organisations navigate a more volatile global financial picture, many are tacking towards a multi-asset business model that demands new capabilities and expertise. They are also having to bolster their regulatory compliance capabilities, as new disclosure...
Modernizing Data and Technology for Institutional Client Services
Institutional client services providers are being expected to recalibrate their operations as their clients’ business models evolve. Higher costs, new geopolitical risks and a move towards more complex automated services has prompted their customers to seize technological opportunities that enable them to take greater control of their assets and operations. They want more agile service...
Events and webinars
Recorded Webinar: S&P Recorded Webinar: Confidence and Clarity – Understanding Valuation Risk
This recorded webinar will help you to understand how valuations and pricing have evolved over the last couple of years in the post-crisis environment. In this session, you will hear different perspectives on how market participants have been tackling the valuation risk challenge from Paul Sharkey of Northern Trust, James Dimech Debono of KPMG, and...
Recorded Webinar: Ideas at the Edge – Managing Risk Information in the Siloed Enterprise
This webinar has passed, but you can view the recording here. Risk management has been accepted as the new imperative for financial institutions of all types and sizes. But for Tier 1 and Tier 2 banks and brokerages, the complexity of their organisations is presenting risk professionals with a thorny data management challenge: How to...
Recorded Webinar: What the LEI Means for your Firm
This webinar has passed, but you can view the recording here. This A-Team Webinar looks at the implications of the emerging legal entity identifier (LEI) for financial institutions as they address how to implement the new standard, and offers suggestions on best practices as the LEI becomes available. The industry initiative to develop and promote...
Awards
Data Management Insight Awards USA
A-Team Group has announced the winners of its Data Management Insight Awards - USA 2024. These annual awards recognise leading providers of data management solutions, services and consultancy to capital markets participants within North America.
